Investment Themes

Water

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Investment Themes

Global water consumption was multiplied by nine between 1990 and today. And in 10 years time, the United Nations anticipate that only 60% of water needs will be satisfied if no quick policy change happens. This is a major challenge for future generations, but also an opportunity for today's investors.

By 2050, the world's population will have increased by 40%. The growth in demand for drinking water will rise even faster, with a projected 80% increase, due to better access to infrastructure and growing needs. Urbanization will lead to an increase in water demand related to industry and energy. Livestock and agriculture will increase their consumption to meet the demand. Although 70% of our blue planet is covered with water, only a tiny portion is accessible and drinkable. In order to meet the needs of populations, the development of infrastructures and major technological progress will be necessary. This thematic list contains forty players in the water market, drawn from among a hundred or so listed companies linked to the sector. It includes companies that process and sell water as well as equipment, food and irrigation specialists. This list is very cosmopolitan, with many countries represented: United States, China, Hong Kong, United Kingdom, Singapore, Switzerland, Japan, Australia, France, Poland, India, Greece, Indonesia, Finland, United Arab Emirates, Canada, Austria, Bangladesh and Estonia. This sector is going to undergo major changes, take advantage of them and take the plunge.

Our selection

Industrials
Other Industrial Machinery & Equipment
78Cr +1.94%
Industrials
Water & Sewage Construction
95Cr +85.37%
Industrials
Purification & Treatment Equipment
415.63Cr +70.37%
Industrials
Other Industrial Machinery & Equipment
236.24Cr -20.70%
Industrials
Industrial Valve Manufacturing
900Cr +32.73%
Utilities
Other Water Utilities
1.07TCr +12.89%
Industrials
Other Industrial Machinery & Equipment
569.81Cr +2.29%
Consumer Cyclical
Household Appliances
448.4Cr +35.72%
Consumer Cyclical
Other Construction Supplies & Fixtures
771.15Cr +23.54%
Technology
Other Electronic Equipment & Parts
1.67TCr +25.10%
Industrials
Testing & Measuring Equipment
518.37Cr -17.08%
Industrials
Other Industrial Machinery & Equipment
362.06Cr +2.93%
Industrials
Waste Management, Disposal & Recycling Services
4.64Cr -18.85%
Technology
Other Electronic Equipment & Parts
441.68Cr -9.32%
Industrials
Other Industrial Machinery & Equipment
3.48TCr +23.02%
Industrials
Heating, Ventilation & Air Conditioning Systems
901.43Cr -5.09%
Industrials
Pump & Pumping Equipment
414.44Cr -4.45%
Industrials
Industrial Machinery
77Cr -1.02%
Utilities
Water Supply & Irrigation Systems
646.91Cr +14.61%
Basic Materials
Diversified Chemicals
336Cr -1.74%
Utilities
Water Supply & Irrigation Systems
2.57TCr +5.73%
Consumer Cyclical
Other Construction Supplies & Fixtures
413.38Cr +2.13%
Utilities
Water Supply & Irrigation Systems
282.58Cr +89.00%
Industrials
Other Environmental Services & Equipment
456.87Cr +16.45%
Industrials
Other Construction & Engineering
1.77TCr +25.00%
Industrials
Other Industrial Machinery & Equipment
1.71TCr +3.67%
Utilities
Other Water Utilities
1.09TCr +9.37%
Utilities
Other Water Utilities
231.76Cr +21.20%
Utilities
Other Water Utilities
1.12TCr +9.22%
Utilities
Water Supply & Irrigation Systems
169.57Cr -3.78%
Utilities
Other Water Utilities
1.85TCr +61.69%
- - 4.76TCr -
Industrials
Pump & Pumping Equipment
529.09Cr +0.47%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.12TCr +24.78%
Utilities
Other Multiline Utilities
2.47TCr +7.23%
Utilities
Steam & Air-Conditioning Supply
246.8Cr +6.33%
Utilities
Other Water Utilities
288.77Cr -4.03%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.61TCr +22.11%
Industrials
Pump & Pumping Equipment
1.23TCr -21.41%
Basic Materials
Other Specialty Chemicals
7.32TCr +10.35%
Consumer Cyclical
Other Construction Supplies & Fixtures
1.26TCr -16.29%
Consumer Cyclical
Plumbing Fixtures & Fittings
198.28Cr -21.31%
Industrials
Agricultural Machinery
118.92Cr -6.96%
Utilities
Other Water Utilities
99Cr -14.22%
Utilities
Water Supply & Irrigation Systems
43Cr 0.00%
Industrials
Industrial Machinery
87Cr +53.83%
Industrials
Pump & Pumping Equipment
118.51Cr +18.78%
Utilities
Water Supply & Irrigation Systems
206.45Cr +26.69%
Industrials
Other Environmental Services & Equipment
197.85Cr +229.79%
Utilities
Water Supply & Irrigation Systems
57Cr +38.12%
Energy
Oil Related Services
104.7Cr -24.62%
Utilities
Other Water Utilities
273.23Cr +1.15%
Consumer Cyclical
Other Construction Supplies & Fixtures
329.65Cr +2.72%
Utilities
Other Water Utilities
309.61Cr -15.99%
Utilities
Water Supply & Irrigation Systems
96Cr -0.25%
Industrials
Other Industrial Machinery & Equipment
544.88Cr -23.16%
Utilities
Water Supply & Irrigation Systems
129.56Cr +21.14%
Utilities
Steam & Air-Conditioning Supply
286.41Cr +59.51%
Utilities
Water Supply & Irrigation Systems
26Cr -22.52%
Utilities
Other Water Utilities
300.13Cr -5.40%
Utilities
Water Supply & Irrigation Systems
332.23Cr +2.39%
Consumer Cyclical
Other Appliances, Tools & Housewares
24Cr +33.29%
Industrials
Other Environmental Services & Equipment
946.59Cr -9.11%
Industrials
Other Environmental Services & Equipment
227.7Cr -11.86%
Utilities
Sewage Treatment Facilities
327.26Cr -1.22%
Utilities
Other Water Utilities
172.94Cr -3.92%
Utilities
Other Natural Gas Utilities
217.96Cr +3.33%
Basic Materials
Other Commodity Chemicals
358.28Cr +128.34%
Utilities
Sewage Treatment Facilities
55Cr +137.79%
Consumer Non-Cyclical
Bottled Water & Ice
53Cr +65.11%
Consumer Cyclical
Other Textiles & Leather Goods
2.01Cr +18.72%
Utilities
Sewage Treatment Facilities
70Cr +55.56%
Utilities
Sewage Treatment Facilities
77Cr +23.70%
Utilities
Steam & Air-Conditioning Supply
79Cr +21.12%
Consumer Non-Cyclical
Bottled Water & Ice
23.61L +12.50%
Utilities
Other Water Utilities
36Cr +13.29%
Consumer Non-Cyclical
Bottled Water & Ice
24Cr +3.01%
Consumer Non-Cyclical
Bottled Water & Ice
64Cr +6.42%
Utilities
Other Water Utilities
16Cr +14.60%
Utilities
Water Supply & Irrigation Systems
25Cr +3.92%
Utilities
Sewage Treatment Facilities
67Cr +12.61%
Utilities
Sewage Treatment Facilities
132.6Cr +9.72%
Utilities
Water Supply & Irrigation Systems
78Cr +5.93%
Utilities
Other Water Utilities
5Cr +5.26%
Utilities
Sewage Treatment Facilities
124.12Cr +3.55%
Utilities
Water Supply & Irrigation Systems
46Cr -1.59%
Utilities
Sewage Treatment Facilities
2.46Cr +6.79%
Utilities
Steam & Air-Conditioning Supply
38Cr -6.73%
Utilities
Water Supply & Irrigation Systems
87.43L -9.48%
Financials
Shell Companies
18.75L -29.26%
Utilities
Other Water Utilities
27Cr -12.38%
Utilities
Other Water Utilities
2.7Cr -22.81%
Utilities
Sewage Treatment Facilities
66Cr -13.10%
Utilities
Other Water Utilities
2.51Cr -7.69%
Consumer Non-Cyclical
Bottled Water & Ice
50.82L -35.46%
Consumer Non-Cyclical
Bottled Water & Ice
24.97L -33.33%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI